ACCESS YOUR ACCOUNT AND DOCUMENTS
At CCMI, we’re dedicated to your success and keeping you informed of the work we perform on your behalf. Our client center allows you to view your investment accounts, documents, and other financial data within a simple, convenient, and secure online experience. As part of our commitment to you, we always protect your confidential information and privacy.
Matt Showley, CFP®, AEP® email@example.com
Brian Matter, CFP®, CPWA®, CEPA firstname.lastname@example.org
Kim Benson, CFP®, CPA, CeFT® email@example.com
Tina Vieregg, CFP®, BFA™ firstname.lastname@example.org
Monica Larson email@example.com
Coordinating Schwab forms, account applications and transfers, annual investment review correspondence, appointment scheduling and notary services. Primary contact for client service needs.
Abby Baumgartel firstname.lastname@example.org
Maintaining client records and billing, assisting with client service needs, scheduling and helping with ShareFile and other account access questions. Primary contact for general office questions.
Jessica Hurley email@example.com
Assisting with client services including Schwab forms, account applications, transfers, coordinating annual investment reviews and appointment scheduling.
Katie Williford firstname.lastname@example.org
Providing direct support to advisors and clients in the area of portfolio and systems data management and communicating with clients and advisors on follow up action items.
Alana Hall email@example.com
Supporting financial planning and investment questions, assisting in client discovery meetings, creating financial plans, helping clients implement recommendations, investment research, and assisting with client service needs.
Creative Capital Management Investments LLC (CCMI)
8880 Rio San Diego Dr Suite 1150
San Diego, California 92108
CCMI is located on the 11th floor of the Hyundai Rio Vista Tower
Toll Free: (800) 615 – 6666
Fax: (619) 298 – 1967
Hours: M-F 8am – 4:30pm